Edit or delete a customer
Update customer details or remove a customer record.
Overview
Update any field on a customer record, or delete the record entirely. Deletion is typically reserved for OWNER.
When to use it
- Correcting contact info (phone, email, address)
- Updating loyalty opt-in status
- Changing birthday or demographic fields
- Removing a duplicate or test customer
How to use it
- Go to Customers.
- Find the customer (search by name/phone/email).
- Edit — row menu → Edit (or open the detail page and click Edit). Change fields → Save.
- Delete — row menu → Delete → confirm in the modal.
Tips & gotchas
- Only OWNER can delete.
- Editing applies immediately; existing sales linked to the customer retain their snapshot.
- Deleting a customer with sales history may be blocked — check toast error if so.
- Email validation applies on edit (must be valid if provided).